Julianne Oshinomi

Brad Boyd, CFA, is founder and CIO of Confido Capital, LLC. He brings more than 20 years of institutional investment experience, including Managing Director and portfolio management roles at Oaktree and Senior Vice President and portfolio management roles at Payden & Rygel. His expertise includes fixed income, multi-asset investing, portfolio construction, and risk management. Confido provides personalized investment management for income needs and long-term growth, with a focus on the South Bay of Los Angeles.

Linda Walker is a Certified Financial Planner® with 45 years of experience in the financial services industry. She has operated her independent advisory firm, Linda A. Walker, CFP, since 1996 and has also been affiliated with LPL Financial since 1991. Her practice includes some involvement with long-term care insurance in coordination with a colleague approved by LPL. Her firm provides financial planning and investment advice to individuals, trusts, and corporations, generally on an hourly or fixed-fee basis. The advisory work focuses on budget analysis, retirement, education, and tax projections, emphasizing asset allocation modeling with client-directed rebalancing and consultative advice rather than discretionary management or custody of client assets.

Jeffrey Bronchick is a CFA® charterholder and principal at Cove Street Capital, LLC, where he has worked since 2011. He holds Series 63 and Series 65 licenses. Cove Street Capital is an independent advisory firm that offers discretionary portfolio management to individuals, institutions, and various organizations. The firm uses a research-driven, value-oriented approach focusing on undervalued small- and micro-cap stocks through fundamental analysis and systematic screening.

James Reeves is a CFP® with 34 years of industry experience. He has worked at Reeves, James, Townsend since 2020 and previously spent 16 years at Securities Service Network, LLC and SSN Advisory, Inc. The firm provides non-discretionary asset management and financial planning to individuals, trusts, estates, and business entities, maintaining a small client roster with roughly $17 million in assets under management. Investment advice is delivered on a non-discretionary basis, with a focus on fundamental analysis, client approval for trades, and regular account reviews.

Stewart Darrell is a CFA® charterholder with 20 years of industry experience. He is the principal advisor at Darrell Capital Management, LLC, an independent firm he has led since 2020. Prior to this, he worked at Harris Financial Advisors, Inc. for four years. Darrell Capital Management is a fee-only wealth management firm serving individuals, high-net-worth families, and trusts. The firm provides discretionary investment management, financial planning, and family-office style services, emphasizing asset allocation, diversification, and ongoing portfolio monitoring using both fundamental and technical analysis.

Collin Wolf is the principal of WOLF Financial Management, an independent firm based in Torrance, CA. He holds a Series 65 credential and has three years of industry experience, including prior roles at Trilogy Financial. WOLF Financial Management is a fee-only registered investment adviser that provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing a combination of passive and active strategies across various securities, with tailored plans based on client goals and risk tolerance.